Shane Levey
Shane Levey is a registered investment advisor at Bankers Life Advisory Services, INC., based in King of Prussia, PA, with 12 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
1150 1st Avenue, Ste 1020, King of Prussia, PA, 19406
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Shane works as a Unit Field Manager and insurance agent at Bankers Life, dedicating full-time hours, including trading hours, to insurance product sales and training. Shane also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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